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State Street

825 hedge funds and large institutions have $19.9B invested in State Street in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 283 increasing their positions, 293 reducing their positions, and 68 closing their positions.

Holders
825
Holders Change
-9
Holders Change %
-1.08%
% of All Funds
14.27%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
66
Increased
283
Reduced
293
Closed
68
Calls
$75.4M
Puts
$46.8M
Net Calls
+$28.6M
Net Calls Change
+$25M
Name Market Value Shares Shares
Change
Shares
Change %
PWLP
626
Prio Wealth Limited Partnership
Massachusetts
$202K 3,322
PTC
627
Private Trust Company
Ohio
$195K 3,212 -194 -6%
DZ Bank
628
DZ Bank
Germany
$193K 3,180 -12,580 -80%
JWM
629
Janiczek Wealth Management
Colorado
$185K 3,002 +418 +16%
WB
630
Webster Bank
Connecticut
$182K 2,998
O
631
Ossiam
France
$181K 2,971 +2,971 New
AG
632
AIA Group
Hong Kong
$179K 2,938 -1,811 -38%
TAIM
633
TD Ameritrade Investment Management
Nebraska
$179K 2,942 -1,250 -30%
BAM
634
Belpointe Asset Management
Nevada
$177K 2,906 +469 +19%
CT
635
Clearstead Trust
Maine
$174K 2,862 +2,862 New
PA
636
Parallel Advisors
California
$164K 2,702 +828 +44%
SSG
637
Summit Securities Group
New York
$159K 2,615 +1,648 +170%
BCV
638
Banque Cantonale Vaudoise
Switzerland
$158K 2,598
BG
639
Bollard Group
Massachusetts
$155K 2,545 +23 +0.9%
HCM
640
Highlander Capital Management
New Jersey
$147K 2,418 +4 +0.2%
WFA
641
Wipfli Financial Advisors
Wisconsin
$147K 2,393 +2,393 New
FHA
642
First Horizon Advisors
Tennessee
$142K 2,339 -202 -8%
TCOV
643
Trust Company of Vermont
Vermont
$142K 2,329 +418 +22%
SIM
644
Sentry Investment Management
Wisconsin
$141K 2,324
KFI
645
Key Financial Inc
Pennsylvania
$138K 2,269
SBL
646
Sargent Bickham Lagudis
Colorado
$136K 2,245 -34 -1%
BONH
647
Bank of New Hampshire
New Hampshire
$135K 2,220 +195 +10%
QCG
648
Quadrant Capital Group
Ohio
$132K 2,176 +1 +0%
AF
649
Allworth Financial
California
$130K 2,138 +1,392 +187%
CT
650
Cambridge Trust
Massachusetts
$127K 2,082 -330 -14%